AdvisorCensus / Financial advisors / Massachusetts / Boston / Condon Wealth Management, Inc.
Condon Wealth Management, Inc. is an SEC-registered investment advisory firm in Plymouth, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.
Quick answers
From the filingHow is Condon Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Condon Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; other.
How much does Condon Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated May 29, 2026 states: Flat fee: $1,000 to $10,000 (Financial Planning fees per plan); Hourly rate: $250 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Condon Wealth Management, Inc. located?
Condon Wealth Management, Inc.'s principal office is in Plymouth, MA, according to its Form ADV.
Is Condon Wealth Management, Inc. registered with the SEC or a state?
Condon Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 128409.
How much does Condon Wealth Management, Inc. manage?
Condon Wealth Management, Inc. reports $122,106,202 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (92% discretionary).
What types of clients does Condon Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (73).
Which custodians does Condon Wealth Management, Inc. use?
Condon Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Condon Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128409
Does Condon Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated May 29, 2026 says: "In general, we require a minimum ["Annual"] of $100 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
What changed in Condon Wealth Management, Inc.'s recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in NH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $100 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum ["Annual"] of $100 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
Minimum annual fee: $100
The brochure's wording
We charge a minimum ["annual"] fee in the amount of $100 to open and maintain an advisory account. At our discretion we may waive the minimum fee.
Flat fee: $1,000 to $10,000 (Financial Planning fees per plan)
The brochure's wording
Our Financial Planning fees are calculated and charged on a fixed rate basis, ranging from $1,000.00 to $10,000.00 per plan.
Hourly rate: $250 an hour (Consulting Services)
The brochure's wording
Consulting may be charged on an hourly or flat fee basis. Our hourly Consulting Services fee is $250.00 per hour.
As stated in the firm's Form ADV Part 2A brochure dated May 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$122,106,202 as of October 2026, filing dated July 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in NH.
- July 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Condon Wealth Management, Inc. (CRD 128409): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409